Get the data out of your documents

Automette reads invoices, orders, statements and forms into the fields you need, has a person check anything that fails your rules, and sends the data to the apps you already use.

Brightline Paper Co

14 Mill Lane, Leeds

Invoice INV-2291

Date 02/10/2026

PO number PO-7781

A4 paper × 1045.00

Toner × 276.00

Total121.00

Extracted data

supplierBrightline Paper Co
invoice_numberINV-2291
invoice_date2026-10-02
po_numberPO-7781
line_items2 rows
total121.00

Click a value to see where it came from.

What it reads

It extracts data from PDFs, scans and photos, Word files, spreadsheets and emails, with no template to set up for each layout or each supplier. Scans and photos are read with OCR, and tables and line items are read even when they run across pages. Some of the documents it is used for:

Invoices and receiptsSupplier, numbers, dates, totals and taxes, and every line item, even across pages.
Orders and purchase ordersCustomer, items, quantities and prices, from PDFs, spreadsheets or the body of an email.
StatementsAccount details and each transaction, as rows you can check or total.
Forms and applicationsFilled-in forms, scanned or photographed, read into the fields they ask for.
Contracts and lettersParties, dates, amounts and the terms you ask about.
Document packetsA scan of several documents is split into one file per document, and each is sorted and read.

How it works

Data extraction runs as an agent, so each document goes through the whole process: it comes in, is sorted, read, checked, and sent where it needs to go.

Incoming5 files
invoice-0614.pdfPDF
receipt-0041.jpgIMG
purchase-order-q4.xlsxXLS
statement-oct.docxDOC
order-fwd.emlEML

1Ingest any format

PDFs, scans, photos, Excel, Word and emails, from an inbox, an upload, a form or the API.

scan-batch.pdf38 pp
Invoice9 docs
Purchase order6 docs
Delivery note4 docs
Statement2 docs

2Classify and split

A scanned packet is split into its documents, and each is sorted by type.

Extractedp. 1
vendorAcme Supplies
invoice_noINV-0614
date2026-06-14
total4,200.00
line_items6 rows

3Extract the data

Fields, tables and line items, each linked to where it was found on the page.

Checks1 to review
Total = sum of lines✓
PO number on file✓
Vendor approved✓
Due date found!
Sent to Priya for review

4Review exceptions

Values are checked against your rules. What fails goes to a person, with the reason.

Delivered4
Google Sheets✓ Row written
Airtable✓ Updated
invoices.xlsx✓ Made
Webhook✓ Sent

5Deliver

To Google Sheets, Airtable, a spreadsheet, a webhook or your software through the API.

Checked before it goes anywhere

Each value is linked to the place it was read from, so anyone checking it can click it and see it on the page. Nothing that fails a check is sent on without a person seeing it.

Rules and checks
Write rules in plain words, such as "the total equals the sum of the lines", or set fixed checks on the fields. Values that fail are highlighted with the reason.
Review and corrections
A reviewer corrects what is wrong and approves, and the corrected values are the ones sent on. Corrections can become rules, so the same mistake is not made again.

Review: invoice INV-3317, Harbor Office Supply

Invoice numberINV-3317
Invoice date2026-10-032026-03-10
Total642.00

Corrected by Priya, then approved.

Suggested rule

Harbor Office Supply writes dates day first: read 10/03 as 10 March.

ApproveEdit

Where the data goes

Once a document is read and checked, the agent sends the data where your team works with it, and can use it for the next step of the process.

Google SheetsThe values are written into the row the document belongs to.
AirtableThe values fill the record, and the document can attach to it.
Excel and CSVOne document or a whole batch, in a spreadsheet you can download.
APISend documents from your own code and get the fields back in the shape you ask for.
WebhooksYour own app is told the moment the data is ready.
Your templatesThe data fills a document, such as a payment advice, as the next step.
EmailThe data or the documents made from it are sent on by email.

Frequently asked questions

What is intelligent document processing?

Intelligent document processing (IDP) is reading business documents into structured data with OCR and AI, checking it, and passing it on, instead of typing it in by hand. In Automette it runs as an agent: documents come in, are sorted and read, checked against your rules, and the data is delivered to your apps.

Do I need to set up a template for each supplier or layout?

No. You say which fields you want, in plain words or as a list, and the same fields come back whatever the document looks like.

Can it read scanned documents and photos?

Yes. Scans and photos are read with OCR, and each value is linked to the place on the page it came from, so it can be checked.

Can it extract tables and line items?

Yes. Line items and other tables come back as rows, even when they run across several pages.

What happens when it gets something wrong?

Values that fail your rules go to a person, who corrects them before anything is sent on. A correction can become a rule, so the agent gets it right next time.

Read your first document.

Set up an extraction agent, send it a document, and see the fields it reads and where each one came from. Free to start.